Introduction
  • Introduction
  • Tips for making the most out of this course
  • Questions/help/feedback
  • Pre-course knowledge check in
  • Tip for remembering more of the content in this course
CRM overview
  • What is a CRM?
  • Modules in Zoho CRM
  • Records in Zoho CRM
Navigating the CRM
  • Navigating the CRM
  • Quiz: navigating the CRM
Working with a client
  • Meet the client
  • Planning the CRM build for vicious vegans
  • Setting up the vicious vegans CRM - company details
  • Setting up modules for the vicious vegans CRM
  • Feedback from Vince
  • Adding a logo and renaming system fields
  • More content from Vince coming soon ;)
Zoho CRM customisation
  • Customisation Overview
  • Organisation Settings follow up - business hours and holidays
  • Tips for Quizzes
  • Custom fields quiz
  • Creating custom views
  • Custom Views Quiz
  • Quick note about the next video on Potentials
  • Stage probability mapping
  • Mapping fields from leads to accounts
  • Best practices when adding new users
  • Custom Layouts in Zoho CRM
  • Conversion mapping, stage probability mapping and adding new users
  • Layout Rules in Zoho CRM
  • Customise your own CRM
Automation
  • Automation plans assignment
  • Automation Overview
  • Basic workflows
  • Time based workflows
  • Workflows
  • Blueprints
  • Custom functions
  • When would you use webhooks in Zoho CRM?
  • How to use webhooks in Zoho CRM
  • Advanced Workflows
  • Workflow assignment
Deluge script for CRM custom functions
  • Deluge Script Overview
  • Recommended prerequisites for learning Deluge
  • The official deluge eLearning course + deluge docs
  • Basics of Deluge knowledge check
  • Debugging tips and Tricks
  • Using CRM integration tasks
  • Deluge Script basics
  • Exercise 1: Fetching CRM records by ID
  • Exercise 2: Creating a new record in Zoho CRM
  • Exercise 3: Updating an existing record in Zoho CRM
  • Creating and updating records using custom functions
  • Exercise 4: Searching for records in Zoho CRM
  • Searching for records using custom functions
  • Exercise 6: Sending emails
  • Exercise 7: Deleting records in Zoho CRM
  • Exercise 8 - using updateRelatedRecords to associate products with potentials
  • Fetching active users from the CRM
  • Calling external APIs
  • Custom functions part 3
  • Case study: complex CRM data migration using Deluge standalone function
  • Deluge assignment
Zoho CRM API deep dive
  • Overview - when to use the API?
  • Reading the docs
  • CORS limitations
  • Wrapper libraries/SDKs
  • Zoho CRM API
  • Creating an API endpoint to talk to Zoho CRM webhook
Integrating with third party services
  • Overview - integrating with external services
  • Using Zapier to integrate with external services
  • Integrating with third party services
Custom apps in Zoho CRM
  • Related lists for custom apps
  • Custom apps
End to end CRM case studies
  • Overview - end to end case studies
  • End to end Zoho CRM integration with eventbrite PART 1
  • End to end Zoho CRM integration with eventbrite PART 2
  • End to end Zoho CRM integration with eventbrite PART 3
  • End to end CRM walkthrough for event organizer PART 4
  • End to end CRM walkthrough for event organizer PART 5
  • End to end CRM walkthrough for event organizer PART 6
  • Set up your own CRM
Deluge in Zoho Creator
  • Overview - Deluge in Zoho Creator
  • Deluge in Zoho Creator basics: fetching records
  • Updating records in Zoho Creator
  • Field actions in Zoho Creator
  • On Load/On Edit hooks
  • Deluge in Zoho Creator part 1